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Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
4276
Fenimore Asset Management
New York
$3.37M – – –
CF
4277
Carlson Financial
Oregon
$3.37M -$61.7K -237 -2%
HIC
4278
Harvey Investment Company
Kentucky
$3.37M – – –
SA
4279
Sonoma Allocations
California
$3.37M -$177K -679 -5%
DW
4280
Dodds Wealth
Colorado
$3.37M -$38.5K -148 -1%
BWA
4281
BlueSky Wealth Advisors
North Carolina
$3.37M +$703K +2,703 +26%
WFL
4282
Wealth Forward LLC
North Dakota
$3.37M -$29.7K -114 -0.9%
PIWA
4283
Prevail Innovative Wealth Advisors
Kansas
$3.37M -$186K -713 -5%
GMFG
4284
Greater Midwest Financial Group
Minnesota
$3.37M -$33.1K -127 -0.9%
LWM
4285
Laidlaw Wealth Management
New York
$3.36M – – –
GRR
4286
Golden Reserve Retirement
Ohio
$3.36M -$429K -1,647 -11%
MFS
4287
Miller Financial Services
Michigan
$3.36M -$54.7K -210 -2%
EFG
4288
Elm3 Financial Group
Georgia
$3.36M -$45.8K -176 -1%
SCM
4289
Saxony Capital Management
Missouri
$3.36M +$46.8K +180 +1%
CWA
4290
CogentBlue Wealth Advisors
Tennessee
$3.35M -$38.8K -149 -1%
SPWM
4291
Smith Partners Wealth Management
North Carolina
$3.35M -$63.5K -244 -2%
OS
4292
Objectivity Squared
South Carolina
$3.35M -$56.2K -216 -2%
MSWM
4293
Master's Wealth Management
Pennsylvania
$3.34M +$299K +1,149 +10%
CWL
4294
Causey Wealth LLC
Colorado
$3.34M +$655K +2,517 +24%
VFP
4295
Verus Financial Partners
Virginia
$3.34M +$28.9K +111 +0.9%
RFP
4296
RCS Financial Planning
Maryland
$3.33M -$445K -1,708 -12%
W
4297
WealthCollab
Washington
$3.33M -$15.6K -60 -0.5%
FSAG
4298
Financial Solutions Advisory Group
Illinois
$3.33M +$3.41M +13,111 New
F4L
4299
Fortune 45 LLC
Louisiana
$3.33M -$853K -3,278 -20%
RF
4300
Roxbury Financial
New Jersey
$3.33M -$24.2K -93 -0.7%
170 171
172
173 174